The Efficient Advisor: Tactical Business Advice for Financial Planners 311: 3 Thanksgiving Ideas for a WOW Client Experience!
Oct 3, 2025
Get ready to impress your clients this Thanksgiving with creative and efficient ideas! Discover how personalized cards and memorable gifts can deepen client connections. Explore the impact of sending pies or treats, and learn why varying your gestures keeps them fresh. Consider hosting a pie pickup open house for in-person appreciation, and don’t forget to include your employees in gratitude plans. Plus, Libby shares tips on planning these gestures in advance for a stress-free holiday season!
AI Snips
Chapters
Transcript
Episode notes
Early Cards Remembered From 2004
- Libby recalls sending Thanksgiving cards when she started in 2004 and noticing why they worked compared to December cards.
- She emphasizes that Thanksgiving cards arrive earlier and feel more memorable than lost December holiday mail.
Timing Creates Higher Impact
- Thanksgiving touches cut through December's holiday clutter and reach clients when money conversations often begin.
- Sending appreciation early positions you as thoughtful and keeps you top of mind heading into holiday planning.
Make Thanksgiving Cards Stand Out
- Send Thanksgiving cards early to cut through December clutter and show gratitude before holiday chaos.
- Personalize cards with photos, recipes, signatures, or brief handwritten notes to make them feel thoughtful and memorable.